What are different objective statuses?


From the objective creation to its closing, objective goes through different status transition. These statuses are auto updated based on the progress, start & due dates or sometime manual closer of the objective. Following are the involved statuses of objectives.

  • Scheduled - When an objective's start date (or objective cycle's start date) lies in future, its status is automatically set to Scheduled. Progress updates can be made on a scheduled objective but the status will remain as Scheduled until the start date is reached.

  • Ready - When the objective start date (or objective cycle's start date) is reached, the system automatically updates its status to Ready. Ready objectives can be updated for logging progress.

  • In Progress - An objective whose status is Ready, when receives a punch-in or its progress is updated through an auto roll up - turns into In progress.

  • Ready for Grading - On reaching the objective end date, system auto-updates it is status to Ready for grading. End users have Grade & close option available when the objective is in this state. (If in OKR settings grading type is set to opinion scale or radio button)

  • Ready to close - On reaching the objective end date, system auto-updates it is status to Ready to close. End-users have to Close option available when the objective is in this state. (If in OKR settings grading type is set to 'none')

  • Carried Forward - When an objective has been worked upon in a cycle and is not yet fully achieved, but still it is important enough to be executed in another cycle - in this case, one can Carry forward that objective. Carried forward is the original objective from which another copy is created in the intended cycle. Newly created objective will follow normal lifecycle of an objective whereas carried forward will remain in its original cycle.

  • Closed - Objective owner or any other user can Close the objective either by completing or skipping the grading process. Once closed the objective cannot be edited. If reopened, objective is brought back to Ready for grading status. 

  • Abandoned - There is one more objective status called Abandoned. As the name suggests, UpRaise users can Abandon an objective any time if a decision is made that the corresponding objective will not be pursued anymore. Do note that, similar to closed - abandoned objectives cannot be edited.

 

To Abandon/Close without grading/Close & Carry forward objectives, you need to have sufficient permissions.